Hengdian Dongci (002056), Youhao Group (600778), Tibet Mining (000762), Baotou Steel Rare Earth (60011), Jiangsu Guotai (00209 1), Desai (6001). China baoan (000009), citic guoan (000839), TCL Group (000 100), Guangzhou Guoguang (002045).
Feng Fan Co., Ltd.: It is the leading lead-acid battery manufacturer with the strongest strength, the largest scale and the highest market share in China. Its main products are automobile starting batteries and dry rechargeable batteries, which are used in cars, trucks, buses and trucks. The product range is complete and the quality has reached the international advanced level. At present, the company's products have successively been Beijing Cherokee, Picasso, Chery, Passat, Jetta, Bora, Polo, Rongyu and Flagship.
While strengthening its main business, the company is also committed to the development of green high-end energy such as lithium batteries and solar cells. At present, the company's lithium battery project has the ability to produce 50 thousand batteries per day, and the future development prospects are promising. The 400,000 MW solar cell project with a planned investment of 399 million yuan and the industrial battery project with a planned investment of 654.38+0.8 billion yuan have become the highlights of new energy investment in the market.
Yuan Keli:
The company is a leading enterprise in Ni-MH-Ni-Cd battery material industry, and it is also the only enterprise in China that can provide supporting raw materials for Ni-MH power batteries. The research and application results show that Ni-MH battery has the best comprehensive performance among HEV power batteries, and the amount of nickel foam for each HEV is 8 ~ 10 m2. Thanks to the broad prospects of hybrid electric vehicles (HEV) in the next 10 year, the company will face historic development opportunities.
The company's main customers are Shenzhen BYD, Hongkong Shi Hui (Motorized Altman), Taiwan Province Deda Jieneng, France SAFT, Japan Sanyo, Panasonic, Tianjin Heping Bay and Jiangmen Sanjie, all of which are world-renowned battery manufacturers. It has obvious market advantages.
The company has the independent intellectual property rights of continuous strip nickel foam technology and high-strength super-bonded nickel foam production technology, and has been recognized by the Ministry of Science and Technology as the industrialization base of the achievements of the National 863 Plan and a key high-tech enterprise in Hunan Province. The technical advantage is obvious.
After completing the non-public offering of shares, the company increased the production and sales of nickel-based high-temperature and high-power power batteries and other nickel-based batteries on the basis of the key raw materials currently produced and sold, thus smoothly extending to the downstream industries on the basis of the original industries. This is conducive to giving full play to the industrial synergy and enhancing the company's core competitiveness. )
Desai: The company is a major supplier of mobile phone batteries at home and abroad. The company is one of the leading enterprises in the battery industry, and its main business is the research and development and sales of mercury-free alkaline manganese batteries, primary lithium batteries, nickel-hydrogen batteries, lithium polymer batteries, fuel cells and other batteries and battery materials, as well as the research and development, testing and sales of power management systems and new electronic components. In terms of standard products such as carbon battery, alkaline manganese battery, primary lithium battery, secondary nickel-hydrogen battery and charger, the company has formed a complete series of consumer battery products. "Desai" brand has been recognized by consumers in the market, and the combined batteries such as mobile phone original batteries, MP4 batteries and mobile DVD batteries have become the main suppliers of original batteries for electronic products at home and abroad. The company's long-term goal is to develop Desai into a world-famous brand, a well-known power solution service provider and a manufacturer of related battery products.
As early as 2003, the company invested heavily in cooperation with Tianjin University and Tsinghua University to set up Desai New Energy Research Institute and postdoctoral workstation, dedicated to the research and development and industrialization of new power products. At present, the lithium battery business is developing with complete varieties, superior performance and many invention patents. In recent years, Desai lithium manganese and lithium iron batteries have been in a leading position in China. Small mobile power management system is widely used in high-end products of Apple iPhone, iPod, Samsung, Sony and other electronic giants, and it is also in a leading position in the international market. In addition, the company also has strong R&D and industrial competitive advantages in the field of large and medium-sized mobile power management systems. In 2008, the electric vehicle power management system jointly developed by Desai Yineng Electronics and Beijing Jiaotong University has been successfully applied. It can be seen that while developing its original business steadily, the company is actively expanding into the new energy field of sunrise industry in the future, and the development prospect of the company is extremely broad.
TCl group (000 100): the overlord of new energy lithium batteries.
TCL Jinneng Battery Co., Ltd., a subsidiary of TCL Group, is a world-class lithium battery production and research base, and a leading domestic lithium-ion battery designer, manufacturer and supplier. At present, the annual production capacity exceeds 60 million lithium polymers, making it the largest lithium polymer manufacturer in China and the top three in the world. Compared with the traditional liquid lithium battery, polymer battery has high energy density, excellent safety performance and can be as thin as paper, which is a revolutionary innovation of lithium battery products. The global demand for lithium-ion batteries is growing at an annual rate of more than 30%, and the growth rate in li-polymer will remain at more than 50%. At present, China's lithium battery manufacturers have formed two giants, the liquid lithium battery headed by BYD and the li-polymer battery headed by TCL, while li-polymer is as thin as paper, with higher energy density, better performance and lighter weight than the traditional liquid lithium battery.
Battery energy is the key development field of TCL Group. The Huizhou TCL Energy Industrial Park, which TCL Group invested heavily in, has been put into operation. TCL battery has completed the whole process of polymer lithium-ion battery from technology research and development to mass production, and quickly reached the forefront of this technology. TCL battery has successfully launched a battery core product with a thickness of only 8mm, and the developed MP3 polymer lithium-ion battery has occupied a good share in the global MP3 battery market. With the rapid growth of global shipments of Bluetooth mobile phones, the Bluetooth headset batteries produced by TCL Battery Company firmly occupy a dominant position. At the same time, the realization of the company's application in the batch delivery of lithium-ion batteries such as airplane models, electric toys and electric tools indicates that the contest between lithium-ion batteries represented by TCL batteries and nickel-cadmium and nickel-hydrogen batteries is definitely a great victory for lithium-ion batteries. TCL polymer lithium-ion battery is a new generation of lithium-ion battery, which uses solid or colloidal polymer electrolyte to eliminate the safety hazard of liquid lithium-ion battery explosion. Lithium hexafluorophosphate (LiPF6), the electrolyte in liquid lithium ion batteries, is very corrosive, because fluorine is the most oxidizing element, and it will do harm to human body if it explodes. Li-polymer produced by TCL has surpassed the world-class level in battery electrochemical impedance, energy density and high and low temperature discharge. BYD is the leader of liquid lithium-ion batteries, while TCL is the leader of a new generation of polymer lithium-ion batteries. li-polymer has incomparable advantages over liquid lithium batteries.
Tibet mining industry: layout upstream, waiting for the arrival of lithium battery revolution
The content of lithium carbonate in Zabuye Salt Lake, which belongs to the company, is conservatively estimated to be 2 million tons, and the company has the right to exploit it for 20 years. At present, the actual capacity of lithium carbonate in Zabuye Lithium Industry exceeds 2,000 tons/year, and the expected output this year exceeds 1.500 tons. It is estimated that the investment will be 70-80 million yuan, which is expected to reach the design capacity of 5000 tons/year in the first phase.
Lithium carbonate and Nimu copper mine are the key projects of the company in the future, and the lack of construction funds is the weakness, but we always believe that good projects do not worry about money. 700 million yuan can increase the company's lithium carbonate production capacity to 30,000 tons/year within 2-3 years, ranking the top three in the world. 300 million yuan can make the production capacity of Nimu Copper Mine reach 5000-8000 tons/year.
The prospect of lithium industry is bright, and the company's resource value needs to be further explored. Once the power lithium battery is widely used, Tibet mining industry is expected to become one of the biggest beneficiaries.
Jiangsu Guotai: Lithium battery electrolyte shines brilliantly
The company's chemical products mainly include lithium-ion battery electrolyte and silane coupling agent, which are produced by Huarong Chemical, a holding subsidiary, with a current production capacity of about 2,000 tons/year. Huarong Company began to produce lithium battery electrolyte in 2002. After years of development and continuous technological progress, nearly 1,000 types of middle and high-grade products have been formed, which have been recognized by many large foreign companies. 30% of the products are exported. By continuously improving product performance and developing new products, the gross profit margin of products has been maintained at a high level. With the completion and commissioning of new production capacity, the performance will be greatly improved.
Lithium battery electrolyte is mainly used in mobile phones, digital cameras, notebook computers and other electronic products and miner's lamps, accounting for about 90% of all lithium ions. The demand for electronic products and lithium batteries for miner's lamps will maintain a steady growth of 10% per year.
Huarong Chemical, Ube of Japan and Samsung of South Korea are the top three companies in the world in terms of lithium battery electrolyte production capacity. In 2009, Huarong Chemical's lithium battery electrolyte production capacity reached 5000 tons/year, making it the largest manufacturer in the world.
Jiangsu Guotai is an excellent enterprise with excellent management and strategic vision. Its foreign trade business is developing steadily in the current severe market environment; Its lithium battery industry has a good market prospect and rapid growth in performance. In the future, its lithium electrolyte will shine brightly.
Shanshan co., ltd.: the extraordinary development of lithium battery upstart
Shanghai Shanshan Technology, a holding subsidiary of the company, has a capacity of 65,438+0,200 tons of mesophase carbon microspheres (CMS) as cathode materials for lithium batteries. CMS project is a national "863" high-tech research and development plan project and is listed as a national high-tech industry demonstration project. In recent years, the company's lithium-ion battery material industry continues to show a rapid development trend, among which new anode products MGS and FSN- 1 have achieved good sales performance after being put on the market on a large scale. At present, the sales volume and sales volume of Dongguan Shanshan electrolyte have ranked second in the country. In terms of anode materials for lithium-ion batteries, technology and market share are in a leading position in China; The sales revenue of cathode materials for lithium-ion batteries came from behind, becoming the largest supplier of cathode materials in China and the top three in the world.
The semi-annual report shows that the company's sales revenue of lithium-ion battery materials has reached 990 million yuan, accounting for 40% of the company's total revenue, which is extremely amazing. With the advent of the new energy technology revolution, the company's lithium-ion battery material, as a substitute for new energy, will also develop supernormally, and its "Qian Jing" is immeasurable.
Citic guoan: The upstream and downstream integration potential of lithium batteries is huge.
After years of cultivation, citic guoan (000839) has vigorously developed the comprehensive project of Qinghai Salt Lake resources. The total reserve of lithium chloride resources is 7,638,500 tons, and the lithium chloride content is generally between 2.2 and 3.89 g/L. The internal and external conditions for the development of the deposit are good. Citic guoan invested in a 20,000-ton lithium carbonate project. In terms of lithium carbonate, following the successful production of the 10,000-ton production line at the beginning of the year, Qinghai Guoan focused on equipment testing and technical transformation of spray drying workshops, hydrochloric acid workshops and other related facilities, and gradually increased production capacity while debugging.
Citic guoan Mongolia Li (hereinafter referred to as MGL) is a 90% subsidiary of citic guoan Co., Ltd. MGL was established in April 2000, mainly engaged in the research, development, production and sales of key materials for lithium-ion secondary batteries and high energy density power lithium-ion secondary batteries. MGL is the largest manufacturer of lithium cobaltate and lithium manganate as cathode materials for lithium batteries in China, and the only one at home and abroad that produces power lithium-ion secondary batteries on a large scale.
The company's power battery was determined by BOCOG as the exclusive supply product of pure electric buses for the 2008 Beijing Olympic Games. The new products of lithium cobaltate developed by the company have a good sales momentum, and the market share remains relatively stable. Lithium manganate, the cathode material of power battery, has also made great achievements in market application. During the reporting period, Mongolia Li Company achieved an operating income of 65.438+99 billion yuan, a year-on-year increase of 49.62%.
The government's policy of promoting and encouraging the development and utilization of new energy will not change. The listed companies related to power batteries and other projects are full of bright development prospects.
China baoan: A single spark layout lithium battery.
At the beginning of this year, the leading products of Betray Company controlled by the company were jointly awarded the honorary title of "National Key New Products" by the Ministry of Science and Technology, the Ministry of Commerce, the General Administration of Quality Supervision, Inspection and Quarantine and the General Administration of Environmental Protection. During the reporting period, the company also won the honorary titles of "2007 Shenzhen Science and Technology Innovation Award (the most growing enterprise)" and "Shenzhen leading enterprise in independent innovation industry".
Tianjiao Technology Co., Ltd., in which the company shares, is a high-tech enterprise integrating the production and sales of R&D and cathode materials for lithium batteries. At present, the company's leading products are lithium-manganese-nickel-cobalt oxide battery cathode materials (ternary cathode materials). During the reporting period, the company's sales revenue and net profit doubled year-on-year. The expansion project of ternary materials with an annual output of 1000 tons was completed at the end of May 2008, and the trial production was successful in June.
The company's main business is real estate and medicine. In the first half of 2008, revenue accounted for more than 90%, and other income, including lithium batteries, accounted for less than 9%. At present, the lithium battery project has little contribution to the company, but the future layout can be concerned.
Fosun: Partner of BYD's "Iron Battery"
The company and BYD * * * jointly invested US$ 2,865,438+RMB 0,000 to form a joint venture company, and established Foshan Hui Jin Hi-Tech Optoelectronic Materials Co., Ltd. to produce and operate ion dialysis microporous membranes for special batteries. Ion dialysis microporous membrane for special batteries has a good market prospect and rich profit space. Our company cooperates with the main users of this membrane product to invest in related industries, which is conducive to the optimization and adjustment of product structure.
With the rapid development of lithium battery and the gradual promotion of BYD's "iron battery", Fosun, as a partner of BYD's "iron battery", is expected to usher in spring.
Guangzhou Guoguang (002045) "accidentally" harvested the power battery to catch the new energy express.
Guangzhou Guoguang's lithium battery business is operated by Guangdong Guoguang Electronics Co., Ltd., a wholly-owned subsidiary. Guoguang Electronics was acquired by Guangzhou Guoguang from related shareholders for 45 million yuan in 2007. Guangzhou Guoguang's 2007 annual report shows that its main business is the design, production and sales of polymer lithium-ion batteries, large-scale lithium-ion power batteries and electronic devices.
It is worth noting that Guangzhou Guoguang's involvement in automobile power batteries is more like a pleasant surprise. Before Guangzhou Guoguang took over, Guoguang Electronics lost half of its registered capital in a short time because of the low management efficiency caused by the disagreement of the management team. After being entrusted for a period of time, Guangzhou Guoguang decided to acquire Guoguang Electronics to improve the industrial chain, thus promoting the development of its main audio industry. However, the core technology of lithium battery mastered by Guoguang Electronics quickly made Guangzhou Guoguang determine the development direction of power battery.
Different from the liquid lithium batteries produced by most enterprises at present, polymer lithium-ion batteries have higher cost performance. According to the analysis of industry researchers, polymer lithium-ion batteries have obvious advantages over traditional liquid lithium batteries in terms of safety, volume, weight, capacity, discharge performance and charging speed. In addition, lithium polymer is considered as the battery product with the most development potential and application market in the future, because it does not need many necessary materials for liquid lithium batteries, and its production cost is also attractive.
Electric bicycles, motorcycles and automobiles all use large lithium batteries with a capacity greater than 12 ampere-hour. Guophotoelectron has developed a polymer lithium-ion power battery with a capacity of 150 ampere-hours. It is understood that after Guangzhou Guoguang acquired Guoguang Electronics, it continuously increased its investment in power batteries. Guangzhou Guoguang may push polymer power batteries to a wider automobile market.
Relevant public information shows that after the acquisition of Guangzhou Guoguang, the operating conditions of Guoguang Electronics have been completely reversed. Before the acquisition, in 2005 and 2006, Guoguang Electronics lost 5.78 million yuan and 1, 6 1, 000 yuan respectively, while the net profit in 2007 was 9.32 million yuan. As of September 30, 2007, the net assets of Guoguang Electronics were only14,904,200 yuan, but by June 30, 2008, it had increased to19,237,600 yuan.
Hengdian Dongci (002056) New Energy Plate Potential Dark Horse
As the core enterprise of domestic magnetic materials, it is possible to enter the supporting field of hybrid electric vehicles. It is expected that with the advancement of domestic hybrid vehicle industrialization, the company may become the main upstream supplier. In order to improve the company's industrial structure, the company completed the project of "lithium iron phosphate as cathode material for lithium ion batteries" in 2006, and completed the provincial new product development of "lithium iron phosphate as cathode material for lithium ion batteries" in 2008. At present, the company has started mass production of lithium ferrous phosphate. Compared with other lithium battery materials, lithium ferrous phosphate has the characteristics of long life, safe use, fast charge and discharge, high temperature resistance, large capacity, no memory effect, small volume, light weight and environmental protection. It is one of the most promising automotive power battery material systems at present. Vehicle power battery is the key to the industrialization of hybrid electric vehicle.
Jiangxi Ganzhou Xinsheng Rare Earth Industry Co., Ltd., a subsidiary of Hengdian Dongci Holdings, mainly deals in rare earth separation and grouping and sales of rare earth smelting and processing products.
The rare earth resources of Baotou Steel Rare Earth (60011) Company are the main raw materials for hybrid power and new energy batteries. In addition, China accounts for 58% of the world's rare earth resources, and other regions do not have the refining capacity.
Youhao Group (600778)
Xinjiang Vesta Bioengineering Co., Ltd. was established on February 8, 2000 +65438, and its Shanghai branch was established in 2002. The company is a large-scale high-tech joint-stock company initiated by Xinjiang Academy of Agricultural Sciences and Xinjiang Friendship Group Co., Ltd., and it is a high-tech enterprise recognized by the Science and Technology Commission of the autonomous region. The company is mainly engaged in the development and utilization of lithium carbonate, lithium hydroxide, lithium chloride, lithium dihydrogen phosphate, anhydrous lithium perchlorate, cesium carbonate, cesium sulfate, cesium nitrate and their related inorganic salts, as well as the unique biological and mineral resources in Xinjiang. According to the website information of Xinjiang Vesta Bioengineering Co., Ltd., the company deals in battery-grade lithium carbonate, which is mainly used to produce lithium cobaltate and lithium manganate as cathode materials of lithium secondary batteries.